If users recreate the same folder structure each time a new project starts or a new sales opportunity is discovered, folder templates make the process easier with the Advanced Folder Copy feature. In just a few clicks, Advanced Folder Copy lets users copy an entire folder hierarchy, including sample files, to another destination within Egnyte.
How To
Create a Template
First, set up the basic folder structure that can reused as a template. This folder can have the desired sub-folders and sample files (for example, budget template or project plan templates) already populated within the folders.
It is recommended to include "Template" in the name to avoid having another user accidentally make changes to the structure.
Apply a Template
When it's time to create a new project, click the box for the top-level template folder in the Web UI and select Move/Copy from the menu.
Select the Advanced Folder Copy option is located in the footer of the dialog.
From here, the user can select a destination (target) folder, appropriately name the copied folder, and add a description. Users can also choose to inherit the source folder’s permissions or set new permissions. To understand the difference between inherited permissions and non-inherited permissions, this article will help make the best choice for any business needs.
Click on Copy after making the desired selections.
Additional Details
Consider the following points when using Advanced Folder Copy:
- Advanced Folder Copy is only available when copying an individual parent folder.
- Any files within the folder will also be copied. This is useful if users want to include base files in a template structure (for example, an empty budget sheet).
- A folder description can only be set if users have Full or Owner permissions to the destination folder.
- Similarly, the option to reset permissions is only available if users have Owner permissions to the destination folder.